Position in E
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$366,866
+$176,261 QoQ
Shares Held
7,829
+132.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 344 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $143,797,975 across 17 Oil & Gas Integrated names. E ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
550,566 | $75,273,383 | |
| 2 | CVX |
Chevron Corp
|
323,860 | $53,683,033 | |
| 3 | SHEL |
Shell plc
|
52,352 | $4,059,374 | |
| 4 | BP |
Bp PLC
|
84,620 | $3,126,709 | |
| 5 | TTE |
TotalEnergies SE
|
26,369 | $2,050,453 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
117,913 | $1,901,590 | |
| 7 | SU |
Suncor Energy Inc
|
27,985 | $1,502,234 | |
| 8 | NFG |
National Fuel Gas Co
|
11,428 | $882,355 |
All Filings in E
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,866 | 7,829 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $190,605 | 3,367 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $147,207 | 3,880 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $136,724 | 3,912 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117,976 | 3,639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $137,298 | 4,439 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,246 | 1,471 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $39,766 | 1,312 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,183 | 1,435 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $69,815 | 2,201 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,980 | 1,499 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $47,848 | 1,499 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $36,678 | 1,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,672 | 1,274 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,512 | 1,274 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $26,932 | 1,274 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $30,333 | 1,274 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $37,264 | 1,274 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $35,226 | 1,274 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $34,079 | 1,274 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $31,072 | 1,274 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,480 | 1,274 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,244 | 1,274 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $22,439 | 1,444 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $28,673 | 1,488 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $28,620 | 1,444 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||